Betterment, a leading financial advisory platform, has introduced an integration with Daffy that enables its users to seamlessly incorporate donor-advised funds into their financial strategies. This development allows investors to directly donate appreciated shares to over 1.5 million U.S. charities, aligning with year-end giving and tax planning needs.
Sarah Levy, CEO of Betterment, commented that this integration is “perfectly timed” for charitable endeavors during year-end, while Daffy’s co-founder and CEO, Adam Nash, highlighted its transformative role in modern advisory, enhancing the wealth management process by helping clients manage windfalls and optimize tax benefits.